UK Defined Strategy Fund Brochure

The Lowes UK Defined Strategy Fund

The Lowes UK Defined Strategy Fund is an actively managed fund comprising a number of defined investment strategies where the potential returns earned within the Fund will typically be fixed in nature and linked to the performance of one or more established stockmarket indices, such as the FTSE 100 Index.

skills and structured investment selection success enjoyed by Lowes clients’, built up over several decades. Fortem Capital Limited act as investment adviser to the investment manager in respect of the Fund providing information, guidance and assisting with risk management. The Fund is authorised in Ireland by the Central Bank of Ireland.

The Fund is managed by Lowes Investment Management Limited and capitalises upon the

The Fund will seek to generate returns in excess of those earned on cash (as measured by 3 months SONIA¹) plus 5% over the medium to long term.

Lowes has a multi-awarding winning investment team

Lowes manages approximately £1 billion of investments²

Average annualised returns of over 8.01% from FTSE Linked ‘Preferred’ autocall plans³

Published over 7600 structured investments reviews

Lowes is widely recognised as a leading commentator within the structured investment sector

Invested approximately £500 million into structured investments on behalf of our clients

¹ Sterling Overnight Index Average (SONIA) is the average interest rate at which a selection of London banks are prepared to lend to one another. ² As at April 2021. ³ Data sourced from the StructuredProductReview.com database, 2016 - 2020.

3